Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
For Clients

Jill’s Journal

An educational blog from SWMG Financial Advisor Jill Carr for new investors about the fundamentals of investing and finance.

We will never share your information with any third parties. You can unsubscribe at any time.

8 Smart, Adulty things you can do with your Tax Refund/Stimulus check

8 Smart, Adulty things you can do with your Tax Refund/Stimulus check

So, you are getting a tax refund. What do you do with it? It’s still COVID times, so many people don’t want to eat out or travel, and you probably shouldn’t just blow it, so here are some things to ...
The F Words of Finance

The F Words of Finance

There are a lot of F words, especially in the world of finance. Fiduciary, Finance, Financial Advisor, etc. But none of those are my favorite F word. My favorite is “Female Financial Planner”. Ha, ...
ESG OR SRI INVESTING?

ESG OR SRI INVESTING?

Sometimes you hear the phrase, “put your money where your mouth is,” meaning, use your dollars towards things you really are passionate about. If this matters to you, then you might be interested in ...
Female Financial Pioneers

Female Financial Pioneers

March is National Women’s History Month. So, in honor of that, I’d love to tell you about some female financial pioneers… In addition to mentioning that we have several female financial ...
The Rise and Fall of GameStop Stock

The Rise and Fall of GameStop Stock

Ok, so, in case you have not heard, there was this really weird thing going on with GameStop stock. GameStop, in my opinion, is going the way of Blockbuster. They have brick and mortar stores, and ...
The Secure Act

The Secure Act

The SECURE Act was officially signed into law on 12/20/19. It was passed by the house in the summertime, and what I heard last was that it *wasn’t* going to pass the senate, but lo and behold, it. ...
Jill’s Journal: FSA & HSA

Jill’s Journal: FSA & HSA

In my last blog, I talked about open enrollment. One of the items that many employers offer for benefits is either a Flexible Spending Account (FSA) or Health Savings Account (HSA). Are you familiar ...
Jill’s Journal: Credit Scores

Jill’s Journal: Credit Scores

In honor of Financial Literacy month, I’m sharing important information related to credit scores. Do you know what your credit score is? And what it means? First, shout out to my dad who is turning ...
Jill’s Journal: Teaching Children About Money

Jill’s Journal: Teaching Children About Money

If you have children or grandchildren, or if you have a special relationship with your niece or nephew or the child of a dear friend, you can enrich their lives in many ways. One of the most ...
Jill Carr CPA, CERTIFIED FINANCIAL PLANNER™

Meet Jill Carr

SWMG financial advisor Jill Carr loves supporting her clients in growing their financial literacy and understanding of wealth management. In that same spirit, her blog Jill’s Journal is aimed at providing newer investors with answers to common finance and investing questions.

"Leave Nothing To Chance."

Michigan

5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
View Map / Directions

Florida

712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
View Map / Directions

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Stephens Wealth Management Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © 2020 Raymond James Financial Services, Inc., member FINRA/SIPC | Privacy Policy

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.